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Reconcile 2Checkout customers with Intacct customers
For finance teams who keep billing and ledger customers aligned, by asking their AI assistant to compare 2Checkout customers with Intacct.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Customers you cannot invoice because they are not in Intacct
Finance staff compare the 2Checkout customer list with Intacct by hand. Customers never created in Intacct, or with drifted details, are found only when an invoice cannot be raised.
Without PopdockAI
- Export customers from 2Checkout
- Search Intacct by email and name
- Compare city and country by eye
- Find the gap when an invoice fails
With PopdockAI
- Customers read from 2Checkout for your filter
- Matched in Intacct by email, then unique name
- Ambiguous matches listed, never chosen
- A verdict per customer, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare 2Checkout customers matching `{customer-filter}` (an email, company or last name; default: the first 25 customers) with the Intacct customer list and report which are missing from Intacct or differ in details. Check at most `{max-customers}` customers (default 25).
**Step 1: Read 2Checkout customers**
Call `2checkout-get-customer` (2Checkout server). If `{customer-filter}` contains "@" use it as `email`; otherwise use it as `last-name.contains`, and if that returns nothing retry with `company.contains`. Set `max-records` to `{max-customers}`. Keep `customer-reference`, `email`, `company`, `first-name`, `last-name`, `city` and `country-code` for each.
**Step 2: Find each customer in Intacct**
For each 2Checkout customer call `intacct-get-customer` (Intacct server) with `customer-name.contains` set to the company, or to the last name when the company is empty. Match on `email` first (case-insensitive); fall back to a unique name match. If two or more Intacct customers match, list them and mark the customer ambiguous without choosing one.
**Step 3: Report**
Give a table with 2Checkout customer reference, name, email, Intacct `customer-id` and `status`, and a verdict: Matched, Missing in Intacct, Ambiguous, or Matched with differences (name the field: email, city, country).
**Rules & Guidelines:**
* `2checkout-get-customer` is on the 2Checkout server; `intacct-get-customer` is on the Intacct server.
* This prompt is read-only. Do not call `2checkout-customer-add`, `2checkout-customer-update`, `intacct-create-customer` or `intacct-update-customer`.
* 2Checkout identifies people by email; Intacct by customer id and company name. Never treat a name-only match as certain.
**Validation:**
* If 2Checkout returns no customers, say so and stop.
* If Intacct returns nothing for a customer, report it as Missing in Intacct and continue.
* Normalise case and surrounding spaces before comparing text.Who it's for
One answer, three teams that use it
Accounts receivable
Set up missing customers before billing
See which 2Checkout customers are missing from Intacct so they can be created.
Which 2Checkout customers at Contoso are not in Intacct?
Master data analysts
Fix customers with drifted details
Matched customers with different email, city or country are flagged by field.
Reconcile 50 2Checkout customers with the last name Patel against Intacct and list differences.
Controllers
Resolve ambiguous customer matches
Customers that fit two or more Intacct records are listed for a decision.
Which 2Checkout customers match more than one Intacct customer?
How it works
What PopdockAI does when you ask
You give a filter and a count, and your AI assistant checks each 2Checkout customer in Intacct. Name only matches are never treated as certain.
01
Ask
You give a filter and how many customers to check.
02
Read
It reads the matching 2Checkout customers with contact and location details.
03
Match
It searches Intacct by email, then by unique name, and lists ambiguous matches.
04
Report
It shows each customer with a verdict and names the fields that differ.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-customer
sage-intacct-get-customer
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Gaps found before an invoice runs into them
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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